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Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) Institutional Ownership

$11.34 +0.23 (+2.07%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$18.84M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$80.37M
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TYA Institutional Buying and Selling by Quarter

Simplify Intermediate Term Treasury Futures Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026Stapp Wealth Management Pllc220,586$2.41M3.1%+1.5%1.938%
10/14/2026RHS Financial LLC85,289$933K0.3%+738.0%0.749%
10/2/2026 Private Client Services LLC58,837$644K0.2%N/A0.517%
8/23/2026Straight Path Wealth Management16,469$210K0.0%-8.3%0.145%
8/23/2026Mid American Wealth Advisory Group Inc.198,552$2.54M0.9%N/A1.745%
8/21/2026Continuum Advisory LLC173,093$2.21M0.2%+11.6%1.521%
8/20/2026Proficio Capital Partners LLC10,470$134K0.0%N/A0.092%
8/20/2026Nwam LLC19,202$245K0.0%N/A0.169%
7/10/2026Heck Capital Advisors LLC384,111$4.90M0.3%+5.1%3.375%
7/6/2026 Private Client Services LLC54,090$691K0.2%-35.5%0.475%
5/14/2026Hilltop Holdings Inc.58,318$766K0.1%-89.0%0.512%
5/7/2026Legacy Wealth Managment LLC ID2,526$33K0.0%-36.5%0.022%
4/30/2026Elevated Capital Advisors LLC11,983$157K0.0%-79.9%0.105%
4/23/2026Continuum Advisory LLC155,129$2.04M0.2%+84.6%1.363%
2/18/2026OLD Mission Capital LLC23,052$311K0.0%N/A0.203%
2/17/2026Hilltop Holdings Inc.529,725$7.15M0.4%+477.3%4.655%
2/13/2026CreativeOne Wealth LLC18,110$244K0.0%-23.2%0.159%
2/12/2026Jane Street Group LLC118,302$1.60M0.0%+38.4%1.040%
2/12/2026Great Lakes Retirement Inc.25,475$344K0.0%-52.4%0.224%
2/11/2026Howard Bailey Securities LLC18,013$243K0.1%-58.9%0.158%
2/11/2026Straight Path Wealth Management17,219$232K0.1%+40.3%0.151%
2/11/2026Continuum Advisory LLC84,056$1.14M0.1%-45.4%0.739%
2/6/2026Lloyd Advisory Services LLC.130,585$1.76M0.7%-58.3%1.147%
2/6/2026Kingdom Financial Group LLC.8,798$119K0.0%-28.3%0.077%
2/6/2026Magnolia Private Wealth LLC283,513$3.83M2.7%+6.6%2.491%
2/6/2026Authentikos Wealth Advisory LLC19,928$269K0.2%-6.2%0.175%
2/6/2026IFP Advisors Inc9,478$128K0.0%+11.6%0.083%
2/3/2026Legacy Wealth Managment LLC ID3,976$54K0.0%+174.2%0.035%
1/27/2026Elevated Capital Advisors LLC59,575$804K0.2%-2.9%0.524%
1/26/2026AE Wealth Management LLC341,032$4.60M0.0%-49.9%2.997%
1/22/2026Networth Advisors LLC2,382$32K0.0%N/A0.021%
1/21/2026Stapp Wealth Management Pllc261,639$3.53M4.5%-7.8%2.299%
1/20/2026Whalen Wealth Management Inc.44,140$596K0.3%N/A0.388%
1/16/2026Heck Capital Advisors LLC372,775$5.03M0.4%+6.8%3.276%
1/8/2026True Wealth Design LLC825,844$11.15M3.3%+6.7%7.257%
12/2/2025IFP Advisors Inc8,491$116K0.0%-29.2%0.075%
11/17/2025Susquehanna International Group LLP85,287$1.16M0.0%+749.0%0.749%
11/17/2025Hilltop Holdings Inc.91,763$1.25M0.1%-13.4%0.806%
11/13/2025CreativeOne Wealth LLC23,586$321K0.0%+70.2%0.207%
11/12/2025Great Lakes Retirement Inc.53,498$728K0.1%-53.3%0.470%
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11/7/2025SMART Wealth LLC10,337$141K0.1%-55.5%0.091%
11/6/2025Magnolia Private Wealth LLC265,909$3.62M2.3%+21.6%2.337%
11/5/2025B.O.S.S. Retirement Advisors LLC37,776$514K0.1%-78.9%0.332%
11/5/2025Authentikos Wealth Advisory LLC21,239$289K0.2%-86.9%0.187%
11/4/2025Howard Bailey Securities LLC43,794$596K0.2%-60.8%0.385%
11/3/2025AE Wealth Management LLC680,858$9.27M0.1%-59.9%5.983%
10/30/2025Kingdom Financial Group LLC.12,273$167K0.1%-51.8%0.108%
10/30/2025Lloyd Advisory Services LLC.313,407$4.27M2.0%-50.8%2.754%
10/27/2025Stapp Wealth Management Pllc283,805$3.86M5.2%+1.4%2.494%
10/24/2025Heck Capital Advisors LLC349,100$4.75M0.4%+0.3%3.068%
10/21/2025True Wealth Design LLC774,224$10.54M3.2%+3.9%6.803%
10/20/2025Quest 10 Wealth Builders Inc.4,090$56K0.1%-46.6%0.036%
10/20/2025Simplify Asset Management Inc.158,400$2.16M0.0%-94.8%1.392%
10/20/2025Continuum Advisory LLC153,885$2.09M0.2%N/A1.352%
10/20/2025LifeWealth Investments LLC10,415$142K0.0%-76.8%0.092%
10/15/2025Brookstone Capital Management13,313$181K0.0%-10.4%0.117%
10/14/2025 Private Client Services LLC77,138$1.05M0.4%N/A0.678%
9/4/2025Osaic Holdings Inc.12,703$171K0.0%N/A0.112%
8/12/2025CreativeOne Wealth LLC13,859$187K0.0%N/A0.122%
8/11/2025Kingdom Financial Group LLC.25,439$343K0.3%+55.4%0.224%
8/7/2025Simplify Asset Management Inc.3,022,182$40.77M2.1%-23.5%26.557%
8/6/2025True Wealth Design LLC745,093$10.05M3.5%N/A6.547%
8/6/2025AE Wealth Management LLC1,698,863$22.92M0.2%+6.9%14.928%
8/4/2025Great Lakes Retirement Inc.114,539$1.55M0.2%+1.0%1.006%
8/1/2025FSA Advisors Inc.11,000$148K0.1%-14.1%0.097%
7/30/2025LifeWealth Investments LLC44,989$607K0.2%+11.0%0.395%
7/30/2025Brookstone Capital Management14,861$200K0.0%N/A0.131%
7/30/2025Mid American Wealth Advisory Group Inc.272,426$3.68M1.7%+7.2%2.394%
7/25/2025RHS Financial LLC12,688$171K0.1%N/A0.111%
7/24/2025IFP Advisors Inc11,998$162K0.0%+1,048.1%0.105%
7/23/2025Heck Capital Advisors LLC348,052$4.70M0.4%+2.1%3.058%
7/18/2025B.O.S.S. Retirement Advisors LLC178,626$2.41M0.6%+3.7%1.570%
7/18/2025Magnolia Private Wealth LLC218,744$2.95M2.3%+124.9%1.922%
7/16/2025Lloyd Advisory Services LLC.636,738$8.59M4.1%+11.1%5.595%
7/14/2025Stapp Wealth Management Pllc279,978$3.78M5.4%-0.5%2.471%
5/19/2025Jane Street Group LLC42,534$563K0.0%+202.5%0.363%
5/15/2025OLD Mission Capital LLC16,430$217K0.0%N/A0.140%
5/13/2025Heck Capital Advisors LLC341,039$4.51M0.5%N/A2.907%
5/8/2025FSA Advisors Inc.12,807$169K0.1%N/A0.109%
5/6/2025AE Wealth Management LLC1,588,484$21.02M0.2%+56.1%13.462%
5/5/2025Csenge Advisory Group27,596$363K0.0%+132.7%0.234%
5/5/2025Transce3nd LLC3,714$49K0.0%+32.5%0.031%
5/2/2025Lord & Richards Wealth Management LLC4,742$63K0.1%N/A0.040%
5/1/2025Quest 10 Wealth Builders Inc.6,282$83K0.1%+779.8%0.053%
5/1/2025Park Square Financial Group LLC3,023$40K0.0%+238.9%0.026%
4/29/2025SMART Wealth LLC21,480$284K0.1%+45.6%0.182%
4/28/2025Straight Path Wealth Management11,769$156K0.1%+9.0%0.100%
4/28/2025FSR Wealth Management Ltd.12,923$171K0.2%N/A0.110%
4/24/2025Kingdom Financial Group LLC.16,371$217K0.2%N/A0.139%
4/23/2025Professional Financial Advisors LLC20,532$272K0.1%+5.1%0.174%
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4/22/2025Cambridge Investment Research Advisors Inc.146,201$1.93M0.0%+1,182.5%1.239%
4/22/2025Stapp Wealth Management Pllc281,309$3.72M5.7%+7.1%2.384%
4/21/2025LifeWealth Investments LLC40,545$536K0.2%+132.8%0.344%
4/17/2025Great Lakes Retirement Inc.113,372$1.50M0.2%+80.3%0.982%
4/17/2025Authentikos Wealth Advisory LLC117,932$1.56M1.3%+153.4%1.021%
4/17/2025Howard Bailey Securities LLC104,563$1.38M0.6%+39.9%0.905%
4/15/2025Magnolia Private Wealth LLC97,283$1.29M0.7%N/A0.842%
4/14/2025Tounjian Advisory Partners LLC10,452$138K0.0%N/A0.090%
4/14/2025Lloyd Advisory Services LLC.573,169$7.58M3.8%+63.0%4.963%
4/9/2025Mid American Wealth Advisory Group Inc.254,167$3.36M1.8%+6.8%2.201%


TYA Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of Simplify Intermediate Term Treasury Futures Strategy ETF. The most heavily invested institutionals were True Wealth Design LLC ($11.15M), WJ Interests LLC ($9.14M), Heck Capital Advisors LLC ($4.90M), AE Wealth Management LLC ($4.60M), Magnolia Private Wealth LLC ($3.83M), Mid American Wealth Advisory Group Inc. ($2.54M), and Stapp Wealth Management Pllc ($2.41M).Learn more on Simplify Intermediate Term Treasury Futures Strategy ETF's institutional investors.

Of the 46 institutional investors that purchased Simplify Intermediate Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($3.84M), True Wealth Design LLC ($825.84K), AE Wealth Management LLC ($681.41K), Mid American Wealth Advisory Group Inc. ($470.98K), Hilltop Holdings Inc. ($437.96K), Heck Capital Advisors LLC ($391.34K), and Lloyd Advisory Services LLC. ($305.62K).

Institutional investors have bought a total of 1,434,697 shares in the last 24 months. This purchase volume represents approximately $18.84M in transactions.

Of the 20 institutional investors that sold Simplify Intermediate Term Treasury Futures Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Simplify Asset Management Inc. ($2.86M), AE Wealth Management LLC ($1.36M), Lloyd Advisory Services LLC. ($506.15K), Hilltop Holdings Inc. ($485.64K), Authentikos Wealth Advisory LLC ($142.43K), B.O.S.S. Retirement Advisors LLC ($140.85K), and Howard Bailey Securities LLC ($93.84K).

Institutional investors have sold a total of 5,930,373 shares in the last 24 months. This volume of shares sold represents approximately $80.37M in transactions.


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Institutional ownership data for BATS:TYA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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